Holdings
Allen Wealth Management, LLC
As of Jun 30, 2026, Allen Wealth Management, LLC reported 48 positions worth US$65M. Largest: Cisco Systems, Inc., Exxon Mobil Corporation and Chevron Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cisco Systems, Inc. | 35,216 | US$4.14M | −4,546 | Jun 30, 2026 |
| Exxon Mobil Corporation | 29,280 | US$4M | −5,031 | Jun 30, 2026 |
| Chevron Corporation | 22,981 | US$3.81M | −3,628 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 6,759 | US$3.23M | −500 | Jun 30, 2026 |
| Citigroup, Inc. | 21,837 | US$3.06M | −1,498 | Jun 30, 2026 |
| Merck & Company, Inc. | 23,602 | US$3.03M | −1,593 | Jun 30, 2026 |
| Apple Inc | 10,041 | US$2.91M | −144 | Jun 30, 2026 |
| Lockheed Martin Corporation | 5,611 | US$2.86M | −526 | Jun 30, 2026 |
| Johnson & Johnson | 10,760 | US$2.73M | −785 | Jun 30, 2026 |
| Rio Tinto Plc | 24,313 | US$2.31M | −1,723 | Jun 30, 2026 |